About Caleb

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So far Caleb has created 142 blog entries.

Ideas for Your Inner Entrepreneur

One of the perks of retirement is having the time to pursue new interests. If you've always dreamed of starting your own business, retirement could provide the perfect opportunity.It's a good idea to get a financial checkup before you go full bore into entrepreneurship. We're happy to help clients review their current retirement income situation [...]

By |2019-06-04T22:49:13-07:00May 15th, 2018|Financial Health|0 Comments

A Look at How America Ranks

In his first year in office, President Trump has promoted his "America first" philosophy. This new focus, with its trade protectionism and tough stance on immigration, has somewhat changed the U.S. narrative on a world scale.1Considering this new emphasis on America first, perhaps it's worth looking at how the U.S. ranks on the world stage, [...]

By |2018-05-08T14:00:51-07:00May 8th, 2018|Financial Health|0 Comments

The Future of Medicare and Social Security

There is little doubt that Medicare and Social Security are important programs that help older Americans in retirement, particularly now that so many are living beyond previous life expectancy rates. In fact, past models for savings rates may be failing many older Americans, who represent the only demographic seeing significant increases in poverty rates in [...]

By |2018-05-01T16:33:22-07:00May 1st, 2018|Financial Health|0 Comments

Ways to Avoid Financial Scams

According to a recent survey, about two-thirds of adults age 70 and older fall for online scammers. Here are some tips to remember about some of the latest frauds:1Medicare does not employ "sales representatives."Apple and Microsoft do not sell virus protection software for your computer.There is no African prince from Nigeria who needs your help [...]

By |2018-04-24T15:18:35-07:00April 24th, 2018|Financial Health|0 Comments

Insights Into Cybercrime

Although it's taken a back seat to domestic concerns over the past year, cybercrime is still on the rise. Attacks such as "Wannacry" shut down health care systems and businesses across the globe in 2017,1 and the World Economic Forum estimates cybercrimes cost the global economy about $445 billion a year. 2It is a unifying [...]

By |2018-04-17T18:04:22-07:00April 17th, 2018|Financial Health|0 Comments

Digital Tools for Tax Season

Tax season is upon us. According to the IRS, about 90 percent of taxpayers now file their taxes electronically. The agency touts the service as more accurate, convenient and secure than paper claims, and people usually receive their tax refunds faster.The IRS offers free tax filing assistance to filers who earn $54,000 a year or [...]

By |2018-04-10T14:08:49-07:00April 10th, 2018|Financial Health|0 Comments

Get Creative When Pre-Planning Funerals

Think about how much time we put into planning things like college, a wedding, moving to a new home, having a baby and retirement. Now think about how much time we put into planning for our death. For many people, it's no time at all.Perhaps you've got your estate plan documents in order, but how [...]

By |2018-04-03T14:37:36-07:00April 3rd, 2018|Financial Health|0 Comments

Traveling on a Fixed Income

Oh, the places you'll go! Renowned author Dr. Seuss wrote a children's book in 1990 that has become a popular graduation gift for young adults. Part of its message:1"You're off to Great Places!Today is your day!Your mountain is waiting.So ... get on your way!"Perhaps for some people, the time to travel is when they're young [...]

By |2018-03-27T14:05:01-07:00March 27th, 2018|Financial Health|0 Comments

Strokes: Symptoms and Treatment Innovations

In the United States, someone has a stroke every 40 seconds. Often referred to as a "brain attack," a stroke is caused by injury to a blood vessel that limits the flow of blood to the brain.1 The causes include some of the same ones that cause a heart attack, including high blood pressure, smoking, [...]

By |2018-03-20T13:19:53-07:00March 20th, 2018|Financial Health|0 Comments

Women’s Issues and Retirement

In 2017, women organized and made headway toward real change, making it a hallmark year for women's issues. The year started with the Women's March in January and ended with the #MeToo movement spreading across the globe.1 In addition, record numbers of women considered running for public office.2The thing is, many of the factors that [...]

By |2018-03-13T15:59:43-07:00March 13th, 2018|Financial Health|0 Comments